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Beaird Harris Wealth Management’s Williams Companies WMB Stock Holding History

Beaird Harris Wealth Management’s Portfolio WMB Stock Details WMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$63.8K Buy
858
+403
+89% +$29.7K ﹤0.01% 241
2026
Q1 		$33.1K Hold
455
– – ﹤0.01% 281
2025
Q4 		$27.4K Sell
455
-301
-40% -$18.2K ﹤0.01% 309
2025
Q3 		$47.9K Buy
756
+147
+24% +$8.63K ﹤0.01% 251
2025
Q2 		$38.3K Sell
609
-317
-34% -$18.7K ﹤0.01% 277
2025
Q1 		$55.3K Hold
926
– – ﹤0.01% 212
2024
Q4 		$50.1K Buy
926
+30
+3% +$1.62K ﹤0.01% 225
2024
Q3 		$40.9K Buy
896
+131
+17% +$5.76K ﹤0.01% 242
2024
Q2 		$32.5K Buy
765
+448
+141% +$18K ﹤0.01% 260
2024
Q1 		$12.4K Sell
317
-150
-32% -$5.33K ﹤0.01% 316
2023
Q4 		$16.3K Buy
+467
New +$16.4K ﹤0.01% 285
2023
Q1 		– Sell
-320
Closed -$10.5K – 751
2022
Q4 		$10.5K Buy
+320
New +$10.4K ﹤0.01% 318
2022
Q2 		– Sell
-268
Closed -$9K – 626
2022
Q1 		$9K Buy
268
+117
+77% +$3.58K ﹤0.01% 354
2021
Q4 		$4K Buy
+151
New +$4.17K ﹤0.01% 508

Other funds holding WMB

CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return
CNAM
Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Beaird Harris Wealth Management's WMB Position: Q2 2026 in Review

Beaird Harris Wealth Management increased its Williams Companies (WMB) stake by 89% in Q2 2026, buying an estimated $29.7K and bringing the position to 858 shares worth $63.8K. The position accounts for ﹤0.01% of the portfolio, ranked #241.

Beaird Harris Wealth Management first reported a position in WMB in Q4 2021 and has held it in 14 quarters since. 514 funds tracked by Wall St. Rank hold WMB as of Q2 2026.

  • Beaird Harris Wealth Management held 858 shares of Williams Companies worth $63.8K as of Q2 2026.
  • Beaird Harris Wealth Management bought 403 Williams Companies shares in Q2 2026, an estimated $29.7K.
  • Williams Companies made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #241 holding.
  • Beaird Harris Wealth Management first reported a position in Williams Companies in Q4 2021 and has held it in 14 quarters since.
  • 514 funds tracked by Wall St. Rank held Williams Companies as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.